T
PBI icon

TradeWorx’s Pitney Bowes PBI Stock Holding History

TradeWorx’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$203K Sell
8,134
-1,107
-12% -$29.6K 0.27% 181
2014
Q2 		$255K Buy
+9,241
New +$246K 0.21% 201
2014
Q1 		– Sell
-11,840
Closed -$276K – 498
2013
Q4 		$276K Buy
+11,840
New +$255K 0.12% 293

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TradeWorx's PBI Position: Q3 2014 in Review

TradeWorx reduced its Pitney Bowes (PBI) stake by 12% in Q3 2014, selling an estimated $29.6K and leaving 8,134 shares worth $203K. The position accounts for 0.27% of the portfolio, ranked #181.

TradeWorx first reported a position in PBI in Q4 2013 and has held it in 3 quarters since. The position peaked at $276K in Q4 2013. 371 funds tracked by Wall St. Rank hold PBI as of Q3 2014.

  • TradeWorx held 8,134 shares of Pitney Bowes worth $203K as of Q3 2014.
  • TradeWorx sold 1,107 Pitney Bowes shares in Q3 2014, an estimated $29.6K.
  • Pitney Bowes made up 0.27% of TradeWorx's portfolio in Q3 2014, its #181 holding.
  • TradeWorx first reported a position in Pitney Bowes in Q4 2013 and has held it in 3 quarters since.
  • TradeWorx's Pitney Bowes position peaked at $276K in Q4 2013.
  • 371 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.